This article will discuss the subtle, yet significant difference in the “Submitted” and “Purchased” status of order forms. There’s an important distinction between an order being submitted and a purchase actually being made. This is useful because it will help you identify which leads have just filled out the first step and which have filled out both steps.
In the system, you can view contact record activity for an individual contact. Navigate to select a contact record > view the right panel under “Activity”. This activity log includes things like contact creation date, if they’ve visited particular pages, any forms they’ve submitted, and more.
Another way to check whether the purchase was made is by navigating to the particular Funnel > Sales, and reviewing the list of completed purchases. These stats will only show sales from native order forms.
NOTE: It will not show from any Thrive Cart forms that may have been submitted.
Quick Add Custom Fields: Before, adding custom fields involved several steps using the Add Custom Field modal. Now, with Quick Add, you can simply drag and drop custom fields directly into the form for a faster and smoother experience. Custom Fields which we can be draggable now: Customization Options: Modify settings for dropdowns, radio buttons, […]
What’s New? Fields supported right now: How Does It Work? Why This Feature? This functionality offers enhanced capabilities for users who require real-time calculations within their forms and surveys. Whether it’s for scoring, budgeting, or other specific needs, this feature improves both efficiency and usability, making data processing more seamless and intuitive.
Key Enhancement: How to Use: Take advantage of the new “Right Sidebar” upgrade to streamline your forms and enhance their visual appeal!
Advanced Form & Survey Analytics featuring robust filters, improved metrics, and innovative tools for deeper insights into form and survey performance. Where you’ll find analytics for forms and surveys Step 1: Select Sites on the side menu in your dashboard Step 2: Select Analytics from the top sub-menu and then select Forms or Surveys from […]
What’s new? Expanded Column View: Before, only three columns (like name and email) were shown. Now, every column from the form submissions is fully visible. Dynamic Columns: Users can now select, deselect, and reorder the columns to view the data in the order they prefer. Copy Functionality: Users can now copy phone numbers and emails, […]
Introduction The Form Embedding Options give users greater control over how and when forms are displayed on their websites or funnels. This feature enables dynamic management of form behavior, offering advanced settings for triggering and deactivating forms based on specific conditions. Although embed codes remain static once added to a website, any modifications to the […]
A contact form is an essential tool for gathering leads, inquiries, and customer feedback. With HighLevel, you can effortlessly design, customize, and integrate contact forms into your website or funnels. This step-by-step guide will walk you through the process of creating a contact form in HighLevel. Step 1: Navigate to the Form Builder You may […]
How to secure your forms? Our form’s solution comes equipped with robust safeguards to prevent fake submissions, utilizing a range of security signals such as IP addresses, geographic data, and other advanced metrics. Plus, we integrate Cloudflare’s DDoS protection to ensure your forms and submissions remain secure. For an added layer of security, we recommend […]
When activated, this feature automatically sends a response to the individual who completes the form and provides an option to notify members of the internal team. Please Note: These options and settings are also available for Surveys. How to Activate the Email Notifications Choose the Sub-account > Sites > Forms > Form Builder and Add […]